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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: advocatedevil who wrote (49927)	7/28/2001 5:15:10 PM
From: robert b furman	Read Replies (1) \| Respond to of 70976

Hi AD, Given inventorys are being sold off.I have two questions: What is the lead time for a order to be given,delivered and booked as business. What sectors will be the initial "Hello we're back" to place orders.It has to happen sporadically at first and then grow as different sectors accomplish sell down at better rates than others. Looks like Texas Instruments said wireless and this was also mention by RF Micro as I recall(however I don't know RF Micro well at all.?? Bob